Servicing Advisor

Job Description

Job Description

Summary:

The Service Advisor plays a pivotal role in our client engagement by implementing our services, providing a seamless experience with the company, and ensuring client retention. This position is paired with a Lead Financial Advisor who generates new client relationships and then brings the Service Advisor in to execute the recommended consulting game plan. The Service Advisor is instrumental in maintaining strong client relationships, addressing concerns promptly, ensuring clients receive personalized and effective guidance, and facilitating a smooth journey throughout the consulting process.

Key Responsibilities:

·      Responsible to attend Lead Advisor and client meetings and take thorough meeting notes, delivering the organized notes to the support team afterwards

·      Develop an action plan after each client meeting, with clear action steps communicated to the client and clear delegation to the team for implementation

·      Create and format the appropriate deliverables for client based on GFG’s engagement and services in a timely manner

·      Work closely with clients to gather vital documents and information to fulfill services

·      Work with clients’ professional partners to coordinate and implement consulting recommendations

·      Partner and coordinate with Lead Advisor to communicate meeting preparation needs from the support team and ensure completion prior to meetings 

·      Track client engagements in company software to ensure clients are scheduled for appropriate meeting cadence, and all services are fulfilled within proper timeline, including annual investment portfolio reviews

·      Attend internal team meetings, including weekly client case review meeting, weekly trainings with sales department, and weekly planning department meetings

Qualifications:

·      2-3 year’s experience in financial services

·      Series 65 license or Series 66 license and 2-15 Health & Life Agent License – must pass within 90-days of contract

·      Experience communicating directly with clientele

·      Degree in finance preferred

·      Strong organizational and time management skills with ability to set priorities and meet deadlines

·      Ability to build rapport and exercise resourcefulness and understanding

·      Excellent oral and written communication skills with the ability to collaborate effectively with others

·      Proficient computer skills

We help business owners align their business decisions with their financial goals.

Company Description

We help business owners align their business decisions with their financial goals.